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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Edens is a financial advisor who has been in the industry since March 2018. Taylor is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 7TO, 63, and 65 licenses, as well as the SIE. Taylor has experience working with high-net-worth individuals, as well as individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Manassas VA)
VA
01/27/2023 - 04/03/2024
CETERA ADVISORS LLC (FRANKLIN VA)
VA
04/12/2019 - 02/15/2023
ONEAMERICA SECURITIES, INC. (Franklin VA)
VA
03/26/2018 - 04/10/2019
MML INVESTORS SERVICES, LLC (FRANKLIN VA)
IA
Issued 01/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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